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SYSTM Wealth Solutions’s KKR & Co KKR Stock Holding History

SYSTM Wealth Solutions’s Portfolio KKR Stock Details KKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-10,121
Closed -$1.02M – 820
2024
Q1 		$1.02M Buy
10,121
+1,832
+22% +$168K 0.13% 195
2023
Q4 		$687K Sell
8,289
-163
-2% -$11K 0.1% 240
2023
Q3 		$521K Sell
8,452
-873
-9% -$53K 0.08% 281
2023
Q2 		$522K Buy
9,325
+127
+1% +$6.65K 0.07% 308
2023
Q1 		$483K Sell
9,198
-21,609
-70% -$1.16M 0.07% 299
2022
Q4 		$1.43M Buy
+30,807
New +$1.5M 0.18% 160

Other funds holding KKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

SYSTM Wealth Solutions's KKR Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of KKR & Co (KKR) in Q2 2024, closing a stake of 10,121 shares — an estimated $1.02M sold.

SYSTM Wealth Solutions first reported a position in KKR in Q4 2022 and held it in 6 quarters. The position peaked at $1.43M in Q4 2022. 1,071 funds tracked by Wall St. Rank hold KKR as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining KKR & Co position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 10,121 KKR & Co shares in Q2 2024, an estimated $1.02M.
  • SYSTM Wealth Solutions first reported a position in KKR & Co in Q4 2022 and held it in 6 quarters.
  • SYSTM Wealth Solutions's KKR & Co position peaked at $1.43M in Q4 2022.
  • 1,071 funds tracked by Wall St. Rank held KKR & Co as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.